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AVEWX vs CWGFX
AVEWX vs CWGFX Comparison
Open Charts AVEWX vs CWGFX
Ave Maria World Equity
Price$22.86
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets139.26M
American Funds Capital World Gr&Inc F1
Price$77.39
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets143.54B
AVEWX vs CWGFX Comparison Chart in %
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AVEWX vs. CWGFX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVEWX is a Hold and CWGFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. AVEWX (139M). CWGFX pays higher dividends than AVEWX: CWGFX (1.32) vs AVEWX (0.34). AVEWX was incepted earlier than CWGFX: AVEWX (16 years) vs CWGFX (25 years). AVEWX (1.03) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWGFX has a lower initial minimum investment than AVEWX: CWGFX (250) vs AVEWX (2500). CWGFX annual gain was more profitable for investors over the last year : 14.99 vs. AVEWX (10.28). AVEWX return over 5 years is better than : 56.81 vs. CWGFX (47.60).
| AVEWX | CWGFX | AVEWX / CWGFX | |
| Total Expense Ratio | 1.03 | 0.80 | 129% |
| Annual Report Gross Expense Ratio | 1.03 | 0.80 | 129% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 14.414 | 23.373 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 144B | 0% |
| Annual Yield % from dividends | 0.34 | 1.32 | 26% |
| Returns for 1 year | 10.28 | 14.99 | 69% |
| Returns for 3 years | 41.35 | 55.97 | 74% |
| Returns for 5 years | 56.81 | 47.60 | 119% |
| Returns for 10 years | 92.53 | 85.73 | 108% |
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